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TPD Reduces Onboarding Time by 75% with PandaDoc's Integration with HubSpot

TPD continues to leverage PandaDoc and HubSpot for their sales team, optimizing their use for business growth.

Onboarding clients. Additionally, the challenge of centralizing and standardizing documents across all office locations became critical as the enterprise grew. TPD needed to find a solution that could streamline their document management process and integrate with their existing CRM system, HubSpot.
The decentralized process at TPD significantly compounded the challenges at an enterprise level, manifesting in a disjointed client onboarding experience, redundant efforts across teams, and a lack of real-time data access. With each office handling documentation differently, inconsistency in document formats and procedures led to a convoluted workflow that not only increased the risk of errors but also hampered productivity. This lack of standardization impeded efforts to ensure compliance with industry regulations, putting TPD at risk of facing legal and financial repercussions. Furthermore, the absence of a centralized system for document management resulted in difficulties in tracking documents' statuses, leading to delays in decision-making and an inability to quickly address client inquiries or concerns. This fragmented approach to document management inhibited TPD's ability to scale effectively, as integrating new offices or teams into the company’s ecosystem became an immensely time-consuming and error-prone process.
Through the HubSpot integrations directory, TPD discovered PandaDoc. Integrating PandaDoc within HubSpot CRM, TPD was able to automate their entire document handling process, including creation, delivery, eSign, and storage. The transition to PandaDoc not only reduced errors but also ensured consistent branding and decreased the number of tools used — saving significant time and money. With the combined power of PandaDoc’s system and the auto-populated insights from HubSpot CRM, TPD was able to streamline their workflow and improve productivity.
The Role of Tech Stacking in RevOps and Enterprise-level Challenges
The integration of PandaDoc with HubSpot CRM at TPD exemplifies the pivotal role of technology stacking in revolutionizing Revenue Operations (RevOps) strategies. A well-structured tech stack, combining tools like HubSpot for CRM and PandaDoc for document management, can significantly enhance operational efficiency, data accuracy, and customer experience. This synergy not only optimizes the sales funnel but also aligns marketing, sales, and customer service departments towards a unified goal, thereby increasing revenue growth and improving customer retention rates.
However, implementing such tech stacks at the enterprise level presents a set of challenges that need to be meticulously addressed. Firstly, the compatibility and integration of different software tools within an existing ecosystem can be complex. Ensuring that new tools seamlessly interface with the rest of the tech stack requires thorough planning and testing. Secondly, data security and compliance become increasingly paramount with the integration of multiple technology solutions. Enterprises must ensure that their tech stack adheres to international data protection regulations, such as GDPR, to protect client information and avoid hefty fines.
Another critical challenge is user adoption and training. The success of any new technology implementation heavily relies on the end-users' ability to effectively utilize the tools. Enterprises must invest in comprehensive training programs and provide ongoing support to ensure staff can leverage the new technology to its full potential. Lastly, scalability is a crucial consideration. The tech stack must not only meet the current needs of the business but also have the capacity to support growth and adapt to evolving market demands.
Addressing these challenges requires a strategic approach to technology selection, a focus on data security, an emphasis on training and support, and a forward-looking perspective on scalability. By overcoming these obstacles, enterprises like TPD can achieve a streamlined, efficient, and highly effective operational framework that drives revenue growth and enhances customer satisfaction.
Since adopting the PandaDoc integration with HubSpot in March 2016, TPD's return on investment has been substantial. The new solution dramatically reduced the onboarding time for each new hire from one hour to just 15 minutes, saving the company 188 hours a month and $3,700 per month in administrative wages. TPD also decreased software license expenditures by 44% and reduced tool usage, further adding to the company's savings. Most notably, TPD managed to decrease onboarding time by an impressive 75%.

Quick Facts

TPD operates across North America and serves a large number of clients globally

With the PandaDoc and HubSpot integration, TPD reduced onboarding time by 75%, saving 188 hours a month.

The change also resulted in a 44% reduction in software license expenditures.


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